Chicago & Vicinity Laborers' District Council Heal — Form 5500 plan (Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chicago & Vicinity Laborers' District Council Heal is a benefit plan reported by Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W under EIN 36-2151212 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,840 participants and $680,324,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W
EIN
36-2151212
Plan number
501
Plan type
1
Location
Westchester, IL
Latest filing year
2023
Participants
11,840
End-of-year plan assets
$680,324,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,840H, C20250313161921NAL0021128401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$680,324,904
Total liabilities (EOY)
$32,404,297
Net assets (EOY)
$647,920,607
Net assets (BOY)
$594,689,178

Income & contributions

Employer contributions
$234,303,930
Participant contributions
$1,137,533
Total contributions
$235,441,463
Total income / additions
$305,412,788

Expenses & distributions

Benefits paid
$241,265,714
Administrative expenses
$10,915,645
Total expenses
$252,181,359
Net increase / (decrease)
$53,231,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthcare Service CorporationNONE$4,231,008$02023
Zelis Payment Holdings LLCNONE$428,650not reported in the loaded dataset2023
Ullico Investment Advisors Inc.NONE$343,816not reported in the loaded dataset2023
The Segal CompanyNONE$321,089not reported in the loaded dataset2023
Delta Dental Plan Of IllinoisNONE$269,877not reported in the loaded dataset2023
Legacy Professionals LlpNONE$227,793not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$221,460not reported in the loaded dataset2023
L. WilliamsEMPLOYEE$216,353not reported in the loaded dataset2023
Vitech Systems Group IncNONE$198,660not reported in the loaded dataset2023
C. WenskusADMINISTRATOR$197,118not reported in the loaded dataset2023
National Inv. Serv. Of America LLCNONE$193,324not reported in the loaded dataset2023
C. PisaniEMPLOYEE$171,346not reported in the loaded dataset2023
Vsg HostingNONE$163,485not reported in the loaded dataset2023
R. LaceyEMPLOYEE$162,765not reported in the loaded dataset2023
T. MarshallEMPLOYEE$162,584not reported in the loaded dataset2023
Vision Service PlanNONE$139,615not reported in the loaded dataset2023
J.P. Morgan Investment ManagementNONE$133,151$02023
M. PeckEMPLOYEE$126,631not reported in the loaded dataset2023
S. PagurkoEMPLOYEE$125,986not reported in the loaded dataset2023
L. HowardEMPLOYEE$125,538not reported in the loaded dataset2023
P. LombardiEMPLOYEE$122,194not reported in the loaded dataset2023
K. JacksonEMPLOYEE$122,125not reported in the loaded dataset2023
S. CollinsEMPLOYEE$120,629not reported in the loaded dataset2023
M. CannellaEMPLOYEE$119,683not reported in the loaded dataset2023
N. GalluzziEMPLOYEE$118,566not reported in the loaded dataset2023
E. MckinleyEMPLOYEE$118,468not reported in the loaded dataset2023
J. CollettiEMPLOYEE$117,808not reported in the loaded dataset2023
K. BurdineEMPLOYEE$116,180not reported in the loaded dataset2023
J. CaprioEMPLOYEE$114,779not reported in the loaded dataset2023
R. ToranoEMPLOYEE$114,337not reported in the loaded dataset2023
Y. BlanchardEMPLOYEE$114,006not reported in the loaded dataset2023
R. MohicaEMPLOYEE$112,982not reported in the loaded dataset2023
A. CarolloEMPLOYEE$111,854not reported in the loaded dataset2023
P. WallaceEMPLOYEE$111,023not reported in the loaded dataset2023
CompsychNONE$109,440not reported in the loaded dataset2023
S. SpechtEMPLOYEE$107,424not reported in the loaded dataset2023
M. CornejoEMPLOYEE$105,186not reported in the loaded dataset2023
K. FloresEMPLOYEE$103,870not reported in the loaded dataset2023
K. BosqueEMPLOYEE$103,246not reported in the loaded dataset2023
O. ColonEMPLOYEE$101,697not reported in the loaded dataset2023
G. ArevaloEMPLOYEE$101,368not reported in the loaded dataset2023
B. McanallyEMPLOYEE$100,975not reported in the loaded dataset2023
J. CroasdaleEMPLOYEE$100,543not reported in the loaded dataset2023
K. NasonEMPLOYEE$100,507not reported in the loaded dataset2023
K. EarleyEMPLOYEE$100,369not reported in the loaded dataset2023
C. FordEMPLOYEE$99,962not reported in the loaded dataset2023
M. QuezadaEMPLOYEE$98,333not reported in the loaded dataset2023
Fis Workflow SolutionsNONE$98,125not reported in the loaded dataset2023
S. BreckenridgeEMPLOYEE$96,360not reported in the loaded dataset2023
C. CruzEMPLOYEE$95,372not reported in the loaded dataset2023
W. FigueroaEMPLOYEE$93,726not reported in the loaded dataset2023
G. R. LiskaEMPLOYEE$93,174not reported in the loaded dataset2023
M. ChristopherEMPLOYEE$91,906not reported in the loaded dataset2023
V. MunozEMPLOYEE$91,177not reported in the loaded dataset2023
V. HoangEMPLOYEE$89,771not reported in the loaded dataset2023
V. AdeszkoEMPLOYEE$89,329not reported in the loaded dataset2023
T. MacielEMPLOYEE$88,125not reported in the loaded dataset2023
L. LopezEMPLOYEE$88,041not reported in the loaded dataset2023
G. HarknessEMPLOYEE$86,745not reported in the loaded dataset2023
M. LopezEMPLOYEE$86,339not reported in the loaded dataset2023
E. CardenasEMPLOYEE$85,668not reported in the loaded dataset2023
R. MarcelloEMPLOYEE$84,150not reported in the loaded dataset2023
S. SchumannEMPLOYEE$83,434not reported in the loaded dataset2023
J. GilleranEMPLOYEE$82,274not reported in the loaded dataset2023
D. Trillo ColonEMPLOYEE$79,894not reported in the loaded dataset2023
Comerica BankNONE$79,248$02023
A. GrossiEMPLOYEE$79,192not reported in the loaded dataset2023
Y. MeltserEMPLOYEE$75,296not reported in the loaded dataset2023
A. Sanchez GonzalezEMPLOYEE$74,501not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$72,743not reported in the loaded dataset2023
Dowd Bloch Bennett Cervone Et AlNONE$72,072not reported in the loaded dataset2023
Reinhart Boerner Van Deuren, S.C.NONE$71,256not reported in the loaded dataset2023
M. TruesdaleEMPLOYEE$68,851not reported in the loaded dataset2023
Allison, Slutsky & Kennedy, PcNONE$68,726not reported in the loaded dataset2023
Parametric Portfolio Assoc. LLCNONE$67,168not reported in the loaded dataset2023
C. AndersonEMPLOYEE$67,042not reported in the loaded dataset2023
K. DecianniEMPLOYEE$66,854not reported in the loaded dataset2023
Bmo Harris BankNONE$62,732not reported in the loaded dataset2023
D. PanzoEMPLOYEE$61,109not reported in the loaded dataset2023
J. SueroEMPLOYEE$59,787not reported in the loaded dataset2023
M. MillsEMPLOYEE$58,963not reported in the loaded dataset2023
D. WilliamsEMPLOYEE$57,463not reported in the loaded dataset2023
L. AndradeEMPLOYEE$54,580not reported in the loaded dataset2023
G. RhoadesEMPLOYEE$53,876not reported in the loaded dataset2023
S. CheungEMPLOYEE$50,899not reported in the loaded dataset2023
L. NievesEMPLOYEE$48,768not reported in the loaded dataset2023
J. ThomasEMPLOYEE$46,271not reported in the loaded dataset2023
M. VarchettoEMPLOYEE$45,821not reported in the loaded dataset2023
R. Bosque-OvalleEMPLOYEE$45,793not reported in the loaded dataset2023
J. CorrozzoEMPLOYEE$45,739not reported in the loaded dataset2023
P. KoseyEMPLOYEE$42,209not reported in the loaded dataset2023
Abm Industries Inc.NONE$40,886not reported in the loaded dataset2023
D. GiannolaEMPLOYEE$40,300not reported in the loaded dataset2023
Bny MellonNONE$39,600$02023
K. FluckEMPLOYEE$38,606not reported in the loaded dataset2023
Marquette Associates IncNONE$38,333not reported in the loaded dataset2023
Dahme Mechanical IndustriesNONE$21,745not reported in the loaded dataset2023
The Daniel And Henry Co.NONE$0$15,8902023
Access InformationNONE$14,769not reported in the loaded dataset2023
Alan HorticultureNONE$13,265not reported in the loaded dataset2023
Hunt Insurance Agency IncNONE$0$11,9192023
Sommers & FahrenbachNONE$8,605not reported in the loaded dataset2023
Qualsight, Inc.NONE$8,295not reported in the loaded dataset2023
Schindler ElevatorNONE$8,133not reported in the loaded dataset2023
Hhc GroupNONE$6,603not reported in the loaded dataset2023
Voya FinancialNONE$5,958not reported in the loaded dataset2023
Richard J. Wolf & Co., Inc.NONE$5,269not reported in the loaded dataset2023

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